Jira has a native dashboard functionality set up using the custom fields from Jira.

How to configure a dashboard gadget with Sales CRM’s Custom Fields

Follow these steps to set up a dashboard gadget using your saved Custom JQL queries:

1. Save a Custom JQL Filter

Navigate to the Filters section in Jira and create a new filter by entering your Custom JQL query (e.g., to track high-value accounts or monitor sales stages). Once created, save the filter for future use.

2. Select the Appropriate Gadget

Go to your Dashboard, click "Add Gadget," and choose a relevant gadget, such as the "Filter Results" gadget.

3. Apply the Saved Filter

In the gadget settings, select the previously saved filter containing your Custom JQL query.

4. Customize the Display

Configure the gadget settings to define how the results should be presented. You can specify the columns to display, set the number of results shown, and sort the data by criteria such as due date or priority.

5. Save and Monitor Real-Time Data

Once the configuration is complete, click "Save" to add the gadget to your dashboard. Your dashboard will now dynamically display real-time data based on the saved Custom JQL query.

By leveraging Custom JQL-powered gadgets, you can efficiently track key work items, monitor sales stages, and manage customer-related issues directly within Jira, ensuring a focused and data-driven approach to your tasks.

Examples of dashboard

For examples of operators - please refer to Custom Fields JQL for Jira

The right dashboard is the one that works for you and your teams need. Below are some examples

Two Dimensional Filter Statistics:

This dashboard allows you to define the X and Y axis with default Jira fields. That being said, you can further filter the results through the use of a JQL filter (in our case, we created one with the Sales CRM custom fields).

Issue Statistics:

While Sales CRM provides you with its own pipeline, you can also see the issues/tickets “pipeline” through the issue statistics to understand where everything is. By using a JQL with the Sales CRM custom fields, you could more quickly find whether a customer is facing blockers of some sort.

Assigned to Me:

You can use this dashboard to see all the issues assigned to you. The advantage in this one is that you are able to see and sort by custom fields, by adding data columns.

Created vs. Resolved Chart:

Can help visualize the ratio of created vs. resolved issues in the last 30 days.

See Report section for an example of how it would look.

How to configure a Jira Report with Sales CRM’s Custom Fields

Instead of having a dashboard widgets, reports will typically a “one-time” operation. That being said, the types of reports will be extremely similar to the dashboard options that you have access to. You can read more information on how to generate a report from Atlassian’s documentation: Generate a report | Jira Cloud | Atlassian Support

Examples of Reports